Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,168,000
-17.1%
23,4760.0%0.03%0.0%
Q1 2022$2,614,000
-5.5%
23,4760.0%0.03%0.0%
Q4 2021$2,767,000
+9.3%
23,4760.0%0.03%
-20.6%
Q3 2021$2,532,000
-0.1%
23,4760.0%0.03%
-5.6%
Q2 2021$2,535,000
+8.1%
23,4760.0%0.04%
-2.7%
Q1 2021$2,344,000
+5.9%
23,4760.0%0.04%
+2.8%
Q4 2020$2,214,000
+13.2%
23,476
+100.0%
0.04%
-2.7%
Q3 2020$1,956,000
+8.8%
11,7380.0%0.04%
-5.1%
Q2 2020$1,797,000
+21.3%
11,7380.0%0.04%
-13.3%
Q1 2020$1,481,000
-21.0%
11,7380.0%0.04%
-11.8%
Q4 2019$1,874,000
+8.2%
11,7380.0%0.05%
-3.8%
Q3 2019$1,732,00011,7380.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sterling Investment Advisors, Ltd. 61,740$7,911,0002.24%
Lowe Wealth Advisors, LLC 41,894$4,665,0002.11%
Sage Investment Advisers LLC 12,993$1,447,0001.92%
Townsend & Associates, Inc 24,837$2,733,0001.26%
Avondale Wealth Management 8,674$966,0001.14%
Ballew Advisors, Inc 9,085$992,0000.76%
Mathes Company, Inc. 17,100$1,904,0000.74%
Mine & Arao Wealth Creation & Management, LLC. 11,213$1,249,0000.73%
IBEX WEALTH ADVISORS 31,378$3,494,0000.67%
WASHBURN CAPITAL MANAGEMENT, INC. 8,993$1,001,0000.66%
View complete list of ISHARES TR shareholders